Advisor at Mason Westbridge Asset Management LLC
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Firm
Mason Westbridge Asset Management LLC
Location
Peachtree Corners, GA 30092
Credentials
Series 63, Series 65
Industry experience
11 years
Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.
Based on Mason Westbridge Asset Management LLC
Performance-based fees charged only to private investment companies (pool investment vehicles), not to retail investors.
3740 Davinci Ct Ste 430
Peachtree Corners, GA 30092
Georgia
Mason Westbridge Asset Management LLC
2022 - Present (4 years)
Primerica Advisors
2015 - 2022 (7 years)
Primerica Financial Services
2007 - 2022 (15 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Covey Capital Advisors, LLC
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MCC Wealth
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